Aegon · 1 week ago
Senior Financial Analyst
United States
Full-time
Remote
Mid, Senior Level
$78K/yr - $92K/yr
5+ years expAegon is a financial services company, and they are seeking a Senior Financial Analyst to perform accounting, financial reporting, and analysis functions for Annuity products. The role involves analyzing financial data, developing reports and models, and ensuring compliance with financial standards.
Asset ManagementAuto InsuranceFinanceHealth InsuranceInsuranceLife InsuranceRetirement
Responsibilities
Extracts financial data for annuities from various accounting and information systems to perform appropriate analyses
Analyzes financial data for annuities and defines relevant information; interprets data for the purpose of determining past financial performance and/or to project a financial result
Determines appropriate methodology to prepare information for use by others
Interprets financial transactions and events for users and may offer recommendations to those making economic or business decisions
Utilizes a thorough understanding of the business to proactively develop financial reports and complex models for forecasting, trending and results analysis
Supports client reporting needs including client performance and compensation. Performs client analysis and trend reporting
Participates in monthly accounting processes to ensure accuracy and completeness of financial records
Participates on project teams or leads project teams
May participate in due diligence activities
Works effectively with other departments/divisions to ensure business issues are resolved for the success of the company
Offers leadership and direction to others. May supervise others
Possesses and applies broad knowledge of concepts and principles or exhibits technical expertise in a specific area; works with minimal instruction or guidance with appreciable latitude for un-reviewed action or decisions; performs moderately difficult assignments with diverse scope and complexity, requiring a great deal of originality, creativity and problem solving with initiative and independent judgment required
Responsible for adherence to the company's framework of internal controls
Qualification
Required
Bachelor's degree in Accounting or Finance and/or equivalent work experience
Minimum of 5 years experience, with degree
Advanced computer skills
Preferred
Solid knowledge of accounting/financial area preferred (for example, investments, insurance products, premium)
Ability to effectively communicate orally and in writing, ability to handle multiple projects, customer service approach, willingness to take on new projects, analytical
Work effectively individually and within a team; organizational and prioritization skills
Knowledge of Power BI, Oracle and Smarview querying applications
Possesses the skillset for problem solving
Driven to create process improvements and efficiencies
Exceptional communication skills
Talent for establishing cross-departmental relationships/connections
Benefits
Annual Bonus based on the Company Bonus Plan/Individual Performance
Company
Aegon
Aegon offers products and services in the life insurance, pension, retirement, and asset management fields.
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
$760M2024-04-10Post Ipo Debt· $760M
1999-04-01IPO
Leadership Team
Lard Friese
Chief Executive Officer
Duncan Russell
Chief Financial Officer
Recent News
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